Client Survey

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Online
Client Survey

To Our Valued Clients:

We are committed to providing the highest quality service available to you. To help us achieve and sustain this commitment, we would like to know your views regarding the level and quality of our service.

Please take a few moments to complete this online client survey, and let us know how we're doing. Your frank answers will help us identify those areas that need improvement. Please click on the button below to submit the form to our office.

Thank you in advance for taking the time to complete this questionnaire. Your confidence in us is very important and we value your opinion.

Very Truly Yours,
Robert R. Redwitz, CPA

Performance Rating Guide:

5 - Outstanding (leaves little, if anything, to be desired)
4 - Good (above expectations)
3 - Satisfactory (normal expectations)
2 - Less than satisfactory (minimum expectations)
1 - Requires substantial improvement
N.A. - Not applicable (insufficient exposure to evaluate)

Name:*

Title:

Company:*

1. How timely have our reports and other services been as compared with your needs?
5 4 3 2 1 N.A.

2. How responsive have we been to your request and questions?
5 4 3 2 1 N.A.

3. How would you rate the quality of our communications as to keeping you informed
on new tax legislation, business topics, etc.?
5 4 3 2 1 N.A.

4. Are our people -

a. servicing your account timely?
5 4 3 2 1 N.A.

b. presenting a positive "can do" attitude?
5 4 3 2 1 N.A.

c. listening to your concerns?
5 4 3 2 1 N.A.

d. understanding your business and personal goals?
5 4 3 2 1 N.A.

e. being a business advisor?
5 4 3 2 1 N.A.

f. returning phone calls promptly?
5 4 3 2 1 N.A.

g. maintaining a professional appearance?
5 4 3 2 1 N.A.

h. being accessible when needed?
5 4 3 2 1 N.A.

5. How would you rate the value you receive for the fees charged?
5 4 3 2 1 N.A.

6. How do you feel the business community regards our Firm?
5 4 3 2 1 N.A.

7. What do you like best about our Firm?

8. What needs improvement?

9. Would you recommend our Firm to others?
Yes
No

10. Is there anything else someone from our Firm could help you with?

11. It is our goal to have received a "5" in the above questions. If we did not, please tell us how we may earn that rating from you in the future.

Additional Comments: